Open allocation

TradeSocio NewUX Investor Experience

You can use your funded account to open allocations. Allocation is your actual active investment.

Allocations are automatically created when investing in the following investment product types:

• Strategies

• SMA

• Thematic Baskets

• Mutual Funds

• Robo advisory

You can choose the product of necessary type and start new allocation by investing.

Strategies allocation

You can allocate all your funds deposited to the account or a part of it, therefore you can use one account to create multiple allocations to different products.

Only one allocation can be created to one specific product at the same time. For example if you have invested in one specific fund of Strategies type, you will not be able to create second allocation to this fund. You will be able to invest in other funds of Strategies type.

Strategies allocation report

Your allocation details, account performance report, statement and currently open trades can be reviewed from Investor Report. To access the report click on ? sign in the right corner of the bottom toolbar.

Open investor report

The method, criteria and reporting of allocation depends of the type of the product that you are investing with.